-
Rich Email Content with DocumentsCorePack in Dynamics 365
Roshan Mehta, 29 May 2020
In this blog, I will show you how to embed a DocumentsCorePack template into the body of an email in a Dynamics 365 workflow. Doing this allows you to create rich email content, giving you more control than traditional out of the box email editing tools.For this example, I am using the Gift Certific
Read the full article here -
Setting the Organisation URL in the Power Platform Admin Center
Nick Chin, 22 May 2020
In the Power Platform Admin Center, setting the URL has confused some people familiar with the old Dynamics 365 Admin Center. This is because you can no longer set the URL on create.Here is an example of the old Dynamics 365 instance create form.In the “Power Platform Admin Center” you will need to
Read the full article here -
How to add the Subject Tree to the Site Map for a Dynamics 365 Model Driven App
Colin Maitland, 14 May 2020
In this article I demonstrate how to add Subjects to the Site Map for a Dynamics 365 Model-Driven App.Both Sales Literature and Subject are standard Dynamics 365 entities available for use as part of the Customer Engagement Plan and Customer Service App subscriptions. By default, Sales Literature mu
Read the full article here -
The Tech Powering Our Sales
Gayan Perera, 13 May 2020
Spoiler alert – We use the Microsoft Power Platform to help us with our sales!I must confess, we don’t have a sales team. We’re a bunch of businesspeople with a very good understanding of technology. We use that as our base to help our clients realise their potential through smart use of tech. The r
Read the full article here -
Users Unexpectedly see all Dynamics 365 Apps
Sean Roque, 12 May 2020
When we want to restrict model-driven applications in Dynamics 365 to specific Users, we can easily apply Security Role based restrictions in the applications page and select which Security Role a User needs to have in order to have access to this application.For example, we want to restrict the mod
Read the full article here -
Efficient Contract Management with E-Signatures
Sarah Coleman, 11 May 2020
With most of New Zealand working from home at the moment I’ve been thinking about the challenges of keeping contract management and project approvals ticking along. Currently New Zealand businesses will be facing constraints of people not being physically in the same room, not all contract signers/a
Read the full article here -
Mapping Microsoft Forms Pro Survey Responses to a Dynamics 365 Record
Sean Roque, 05 May 2020
Microsoft Forms is a survey application to easily configure surveys with various question types. With Microsoft Forms Pro, there is improved capability for survey analysis and sharing. You can learn more about it here.Despite its own survey analysis functionalities, it might still be beneficial for
Read the full article here -
Clearing a Cloned Product Entity Image using a Pre-Create Plugin
Jared Johnson, 30 April 2020
When cloning a product using the Clone button, the new product that is created will also have the same entity image as the original product. What if you want to stop this from happening so that it has no entity image by default?A good way to solve this would be a plugin, ideally on pre-create so you
Read the full article here -
Dynamics 365 XrmTooling Connect with Azure App Registration in C#
Paul Nieuwelaar, 24 April 2020
In this blog post, I’m going to explain how to connect to Dynamics 365 Online from a C# Console App, Azure Function, or any other external application. I’ll be showing how to connect using an Azure App registration. This approach uses a Client ID and Client Secret, in addition to Server URL, instead
Read the full article here -
Fixing Script Error when Navigating through a Sub-grid in Dynamics 365
Adam Murchison, 16 April 2020
On Dynamics365 Server version: 9.1.0000.14744 you may get script errors when clicking the back button when navigating to a record through a sub-grid. The error looks like this:The script error occurs on a script that isn’t even loaded into the target form which means that there’s a conflict in the s
Read the full article here -
Entity Priority for Email Tracking in Dynamics 365
Adam Murchison, 08 April 2020
When a user is tracking an email through Outlook using the Microsoft Dynamics 365 for Outlook Application or Dynamics 365 app for Outlook, the From field is linked to a record in CRM if it exists. If there is no record that exists linked to the given email address, then CRM will create a new record.
Read the full article here -
Toggling the New button in Inline Lookups in Dynamics 365
Jared Johnson, 03 April 2020
Recently on a comment on one of my blog posts, I was asked why some lookups did not have a new record button while other lookups to the same entity did. An example is the Primary Customer lookup on case, it only allows selecting existing Contacts.This setting is controlled by the IsInlineNewEnabled
Read the full article here -
How to Retrieve an Owner Lookup in Dynamics 365 with the WebAPI
Adam Murchison, 02 April 2020
There’s an example on the WebAPI documentation of how to retrieve a related entity and their columns. As I was following this documentation to retrieve an owner lookup, I unexpectedly got an error and then did some digging to see why this failed. Once you know how to retrieve the owner of a record,
Read the full article here -
Ensuring all Users can see Auto-posts on the Activity Timeline
Alfwyn Jordan, 09 March 2020
We had a problem with our Dynamics 365 system where some users were unable to see the auto-posts that were generated by the system for the Activity Timeline on our Opportunities.User A saw this:And User B saw this:We checked the permissions granted to the users around Posts. And saw that both had th
Read the full article here -
PSA: Dynamics 365 Duplicate Detection Bug Stops Business Process Flow from Initializing
Nick Chin, 04 March 2020
We discovered a strange bug where the Business Process Flow wouldn’t initialize during Quick Create. It was difficult to pinpoint, however we eventually found that within the Unified Interface on the save of the Quick Create form, if it triggered duplicate detection, somehow the dialog would preven
Read the full article here
Filter by Category
Filter by Author
Adam Murchison
Alfwyn Jordan
Arthur Mandisodza
Calum Jacobs
Colin Maitland
David Mochrie
Dominic Liu
Gayan Perera
Harshani Perera
Isaac Stephens
Jaime Smith
Jared Johnson
John Barrencechea
John Eccles
Lauren Withers
Paul Nieuwelaar
Roshan Mehta
Roz Millar
Ryan Blaikie
Ryan Ingram
Sarah Coleman
Sean Roque
Shalane Williams
